The Benefits of Direct Indexing Over Open-End Funds

Direct indexing is a separate account in which the investor tracks the performance of an index. But unlike with open-end funds like mutual funds or ETFs, the investor directly owns the individual securities tracked by that index. That means two things: One, the advisor can customize the account’s holdings. Two, the account can be scanned [...] The post The Benefits of Direct Indexing Over Open-End Funds appeared first on ETF Trends .